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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,200 | $45,872-71.2% | $77,096-82.9% | $68,486-80.7% |
| Participation rate | 62.1% | 55.9%+6.1pp | 67.9%-5.9pp | 67.9%-5.8pp |
| Annual return | -17.22% | 1.73%-18.9pp | 42.35%-59.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,651 | $2,963-44.3% | $4,429-62.7% | $4,028-59.0% |
| Admin fee / account holder | $173 | $3,041-94.3% | $5,428-96.8% | $5,404-96.8% |